Valesca Mendes

Inspirer
DISC Type : id

Sales Planning at Zurich Insurance

São Paulo, São Paulo, Brazil

Overview

Valesca Mendes is a results-driven sales planning professional at Zurich Insurance with over eight years of experience in the insurance market. With a background in Business Administration and Controlling, she specializes in connecting financial analysis with sales strategy, performance reporting, and creating impactful sales campaigns.

Based on a recommendation from a colleague, Valesca is seen as a great partner who thrives on sharing new ideas and encouraging her team to contribute. She maintains an interest in her alma mater, Pontifícia Universidade Católica de São Paulo, suggesting an appreciation for her educational roots.

Her unique strength is her combined expertise in both financial controlling and strategic customer segmentation.

Personality Overview

Charming & Persuasive

Confident & Optimistic

Generous

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Financial & Sales Planning
Her career is centered on creating business plans, forecasts, and budgets that directly connect financial data to sales channel performance and compensation programs.
Customer & Channel Segmentation
She has direct experience leading broker segmentation strategy and designing commercial actions aligned with specific sales channels from her time at Allianz.
Performance Reporting
She has deep knowledge in creating management reports, analyzing results by line of business, and developing strategic presentations for stakeholders.

Media Appearances

Valesca has no verified media appearances

Work History

7-2010
Sales Planning at Zurich Insurance
9-2009 - 7-2010
Controlling and Planning manager at Allianz
4-2008 - 4-2010
Strategic Customer Segmentation at Allianz
manager at Allianz

Education

2006 - 2007
Controlling from Mackenzie
1999 - 2003
Business Administration from Pontifícia Universidade Católica de São Paulo

More Information

Social Presence :

Prographics :

Exp : 17 Location : São Paulo, São Paulo, Brazil Job Level : Middle Designation : Sales Planning at Zurich Insurance
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Insights For Selling To Valesca

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Valesca is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Valesca

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Valesca move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Valesca take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Valesca

Personality Compatibility


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